See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,110 | $95,803-48.7% | $113,168-56.6% | $84,808-42.1% |
| Participation rate | 90.9% | 72.9%+18.0pp | 76.6%+14.3pp | 68.3%+22.6pp |
| Annual return | 15.25% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,507 | $2,360-36.1% | $2,975-49.3% | $2,631-42.7% |
| Participant deferral / active EE | $4,884 | $4,242+15.1% | $5,107-4.4% | $4,212+16.0% |
| Admin fee / account holder | $11,893 | $8,989+32.3% | $12,068-1.4% | $7,344+61.9% |